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10 Best Performing SIP Plans for 10, 20 Year Investment 2019

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10 Best SIP Plans for 10 , 20 Year Investment 2019

Updated on December 11, 2019 , 22870 views

Best SIP Plans? How to choose them? These are some of the common questions that occur in the mind of investors when thinking of investing in Mutual Funds through a SIP or Systematic Investment plan. SIP investment is one of the most disciplined Investing options when investing in Mutual Funds.

SIP

Moreover, the minimum amount of investing in a SIP Mutual Fund is as less as INR 500. This makes investing in Top SIP plans much convenient.

Why Should you Invest in SIP or Systematic Investment Plan?

Some of the benefits of investing in a SIP are:

Power of Compounding

Systematic Investment Plans also offer the benefit of the Power of Compounding. Simple interest is when you gain interest on only the principal. In the case of compound interest, the interest amount is added to the principal, and interest is calculated on the new principal (old principal plus gains). This process continues every time. Since the mutual funds in the SIP are in installments, they are compounded, which adds more to the initially invested sum.

Rupee Cost Averaging

The biggest benefit that a systematic investment plan offers is Rupee Cost Averaging which helps an individual to average out the cost of an asset purchase. While making a lump sum investment in a mutual fund a certain number of units are purchased by the investor all at once, in the case of a SIP the purchase of units is done over a long period and these are spread out equally over monthly intervals (usually). Due to the investment being spread out over time, the investment is made into the stock market at different price points giving the investor the benefit of averaging cost, hence the term rupee cost averaging.

Affordability

SIPs are a very affordable option for the masses to start savings since the minimum amount required for each installment (that too monthly!) can be as low as INR 500. Some Mutual Fund companies even offer something called a MicroSIP where the ticket size is as low as INR 100.

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Risk Reduction

Given that a systematic investment plan is spread over a long period of time, one catches all periods of the stock market, the ups and more importantly the downturns. In downturns, when fear catches most investors, SIP installments continue ensuring the investors buy low.

Best SIP Plans for 10, 20 Year Investment in FY 19 - 20

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Mirae Asset Emerging Bluechip Fund Growth ₹56.958
↑ 0.58
₹8,868 1,000 9.34.714.216.416.1-5.4
HDFC Balanced Advantage Fund Growth ₹188.872
↑ 2.91
₹37,850 500 2.9-1.23.116.615.5
SBI Small Cap Fund Growth ₹53.0333
↑ 0.54
₹2,915 500 6.62.96.713.714.4-19.6
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹31.12
↑ 0.35
₹1,888 1,000 13.73.61717.414.4-2.4
ICICI Prudential Banking and Financial Services Fund Growth ₹69.48
↑ 0.89
₹3,445 100 12.41.917.217.313.8-0.4
Aditya Birla Sun Life India GenNext Fund Growth ₹90.84
↑ 0.46
₹1,276 1,000 11.18.51515.813.1-1.6
HDFC Hybrid Equity Fund Growth ₹51.645
↑ 0.63
₹22,762 500 1.7-1.4-5.112.713
Axis Focused 25 Fund Growth ₹30.44
↑ 0.18
₹8,800 1,000 10.96.514.818.5130.6
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹33.4029
↑ 0.04
₹1,005 1,000 1.96.718.317.612.76.5
Tata India Tax Savings Fund Growth ₹19.2095
↑ 0.20
₹2,009 500 9.22.414.314.312.3-8.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 19
*Funds below are considering best CAGR returns for over 5 years and fund having atleast have market history (Fund age) of 5 year and have minimum 500 Crore of asset under management.

1. Mirae Asset Emerging Bluechip Fund

The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time, the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction. The Scheme does not guarantee or assure any returns.

Mirae Asset Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 9 Jul 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.3% since its launch.  Return for 2018 was -5.4% , 2017 was 49% and 2016 was 12.2% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (13 Dec 19) ₹56.958 ↑ 0.58   (1.02 %)
Net Assets (Cr) ₹8,868 on 31 Oct 19
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 1.05
Information Ratio 1.04
Alpha Ratio 7.64
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹11,613
30 Nov 16₹13,611
30 Nov 17₹18,875
30 Nov 18₹18,328
30 Nov 19₹21,177

Mirae Asset Emerging Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Mirae Asset Emerging Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19

DurationReturns
1 Month 2.3%
3 Month 9.3%
6 Month 4.7%
1 Year 14.2%
3 Year 16.4%
5 Year 16.1%
10 Year
15 Year
Since launch 20.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -5.4%
2017 49%
2016 12.2%
2015 14.1%
2014 84.6%
2013 8.6%
2012 45.6%
2011 -15.2%
2010
2009
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 109.32 Yr.
Ankit Jain31 Jan 190.75 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services31.85%
Consumer Cyclical12.04%
Health Care11.78%
Basic Materials8.98%
Consumer Defensive8.24%
Industrials7.48%
Technology7.12%
Energy6.16%
Utility3.72%
Communication Services1.95%
Asset Allocation
Asset ClassValue
Cash0.7%
Equity99.3%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
7%₹602 Cr4,893,769
↑ 152,879
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
6%₹546 Cr11,800,939
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
5%₹403 Cr12,915,277
↑ 720,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
4%₹321 Cr2,190,196
↓ -53,317
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹297 Cr4,029,016
↓ -400,000
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹277 Cr3,914,449
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 532827
3%₹254 Cr98,662
↑ 9,504
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
3%₹238 Cr3,473,972
↑ 1,307,267
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 15 | INDUSINDBK
3%₹231 Cr1,761,487
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
3%₹230 Cr1,560,582

2. HDFC Balanced Advantage Fund

(Erstwhile HDFC Growth Fund and HDFC Prudence Fund)

Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

HDFC Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 11 Sep 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Ranked 23 in Dynamic Allocation category. .

Below is the key information for HDFC Balanced Advantage Fund

HDFC Balanced Advantage Fund
Growth
Launch Date 11 Sep 00
NAV (05 Mar 19) ₹188.872 ↑ 2.91   (1.56 %)
Net Assets (Cr) ₹37,850 on 31 Jul 18
Category Hybrid - Dynamic Allocation
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.53
Sharpe Ratio 0.27
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹9,701
30 Nov 16₹10,502
30 Nov 17₹13,634

HDFC Balanced Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for HDFC Balanced Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19

DurationReturns
1 Month 2.6%
3 Month 2.9%
6 Month -1.2%
1 Year 3.1%
3 Year 16.6%
5 Year 15.5%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for HDFC Balanced Advantage Fund
NameSinceTenure

Data below for HDFC Balanced Advantage Fund as on 31 Jul 18

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. SBI Small Cap Fund

(Erstwhile SBI Small & Midcap Fund)

The Scheme seeks to generate income and long term capital appreciation by investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies

SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.7% since its launch.  Ranked 4 in Small Cap category.  Return for 2018 was -19.6% , 2017 was 78.7% and 2016 was 1.3% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (13 Dec 19) ₹53.0333 ↑ 0.54   (1.02 %)
Net Assets (Cr) ₹2,915 on 31 Oct 19
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.46
Information Ratio 1.34
Alpha Ratio 11.52
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹12,596
30 Nov 16₹14,163
30 Nov 17₹22,733
30 Nov 18₹19,124
30 Nov 19₹20,772

SBI Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for SBI Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19

DurationReturns
1 Month -1.1%
3 Month 6.6%
6 Month 2.9%
1 Year 6.7%
3 Year 13.7%
5 Year 14.4%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
2011 -24.3%
2010 19%
2009
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 135.96 Yr.

Data below for SBI Small Cap Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Industrials26.56%
Consumer Cyclical21.04%
Basic Materials12.17%
Consumer Defensive9.26%
Financial Services8.83%
Technology3.91%
Utility2.21%
Health Care1.63%
Energy1.13%
Real Estate0.76%
Communication Services0.16%
Asset Allocation
Asset ClassValue
Cash12.03%
Equity87.65%
Other0.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
11%₹320 Cr
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
4%₹122 Cr352,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
4%₹120 Cr1,077,439
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Aug 18 | 540699
4%₹114 Cr377,000
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | 530517
3%₹98 Cr1,800,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | 532215
3%₹96 Cr1,300,000
↓ -700,000
NIIT Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 500304
3%₹93 Cr9,452,213
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
3%₹92 Cr2,300,000
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | 533655
3%₹91 Cr9,000,000
↑ 5,100,000
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
3%₹85 Cr3,134,750

4. Aditya Birla Sun Life Banking And Financial Services Fund

The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 20.8% since its launch.  Ranked 3 in Sectoral category.  Return for 2018 was -2.4% , 2017 was 47.6% and 2016 was 15.7% .

Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund

Aditya Birla Sun Life Banking And Financial Services Fund
Growth
Launch Date 14 Dec 13
NAV (13 Dec 19) ₹31.12 ↑ 0.35   (1.15 %)
Net Assets (Cr) ₹1,888 on 31 Oct 19
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.35
Sharpe Ratio 0.8
Information Ratio -1.01
Alpha Ratio -9.03
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹10,333
30 Nov 16₹12,456
30 Nov 17₹17,368
30 Nov 18₹16,740
30 Nov 19₹19,623

Aditya Birla Sun Life Banking And Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Aditya Birla Sun Life Banking And Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19

DurationReturns
1 Month 2.9%
3 Month 13.7%
6 Month 3.6%
1 Year 17%
3 Year 17.4%
5 Year 14.4%
10 Year
15 Year
Since launch 20.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.4%
2017 47.6%
2016 15.7%
2015 -0.5%
2014 65.8%
2013
2012
2011
2010
2009
Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
NameSinceTenure
Satyabrata Mohanty14 Dec 135.13 Yr.
Dhaval Gala26 Aug 153.44 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services97.2%
Asset Allocation
Asset ClassValue
Cash1.72%
Equity97.2%
Other1.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
16%₹293 Cr2,383,400
↓ -158,600
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
12%₹235 Cr5,080,190
↑ 110,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
7%₹140 Cr347,931
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
7%₹132 Cr1,790,739
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 540716
6%₹123 Cr914,027
↑ 239,600
Bandhan Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | 541153
6%₹114 Cr1,869,288
↓ -314,612
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK
5%₹103 Cr652,830
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
4%₹85 Cr2,709,080
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | INDUSINDBK
4%₹83 Cr631,373
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Nov 15 | 532978
4%₹79 Cr97,200

5. ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund is an Open-ended equity scheme that seeks to generate long-term capital appreciation to unitholders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 22 Aug 08. It is a fund with High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Return for 2018 was -0.4% , 2017 was 45.1% and 2016 was 21.1% .

Below is the key information for ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund
Growth
Launch Date 22 Aug 08
NAV (13 Dec 19) ₹69.48 ↑ 0.89   (1.30 %)
Net Assets (Cr) ₹3,445 on 31 Oct 19
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 0.77
Information Ratio -1.14
Alpha Ratio -9.22
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹9,901
30 Nov 16₹12,129
30 Nov 17₹16,722
30 Nov 18₹16,217
30 Nov 19₹19,274

ICICI Prudential Banking and Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for ICICI Prudential Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19

DurationReturns
1 Month 4.8%
3 Month 12.4%
6 Month 1.9%
1 Year 17.2%
3 Year 17.3%
5 Year 13.8%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.4%
2017 45.1%
2016 21.1%
2015 -7.2%
2014 69%
2013 -2.6%
2012 72.2%
2011 -31.6%
2010 32.8%
2009 77.6%
Fund Manager information for ICICI Prudential Banking and Financial Services Fund
NameSinceTenure
Roshan Chutkey29 Jan 181.75 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services92.9%
Asset Allocation
Asset ClassValue
Cash7.36%
Equity92.57%
Other0.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
14%₹486 Cr10,500,937
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
10%₹329 Cr2,672,219
↑ 175,643
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
9%₹299 Cr9,577,269
Treps
CBLO/Reverse Repo | -
7%₹251 Cr
Bank of Baroda (Financial Services)
Equity, Since 31 May 17 | 532134
6%₹220 Cr22,659,417
↓ -1,531,051
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532978
6%₹192 Cr236,613
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
5%₹173 Cr2,346,664
↓ -119,270
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | FEDERALBNK
4%₹127 Cr15,107,314
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | M&MFIN
4%₹123 Cr3,476,303
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 18 | ICICIPRULI
3%₹112 Cr2,191,300

6. Aditya Birla Sun Life India GenNext Fund

An Open-ended growth scheme with the objective to target growth of capital by investing in equity/equity related instruments of companies that are expected to benefit from the rising consumption patterns in India, which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next). The scheme will invest in companies that have the following characteristics: 1. Companies that seek growth in revenues arising out of demand from the younger generation (GenNext) for their products or services. 2. They should be engaged in manufacturing of products or rendering of services that go directly to the consumer. 3. The products and services should have distinct brand identity, thereby enabling choice.

Aditya Birla Sun Life India GenNext Fund is a Equity - Sectoral fund was launched on 5 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 16.6% since its launch.  Ranked 8 in Sectoral category.  Return for 2018 was -1.6% , 2017 was 39.4% and 2016 was 7.4% .

Below is the key information for Aditya Birla Sun Life India GenNext Fund

Aditya Birla Sun Life India GenNext Fund
Growth
Launch Date 5 Aug 05
NAV (13 Dec 19) ₹90.84 ↑ 0.46   (0.51 %)
Net Assets (Cr) ₹1,276 on 31 Oct 19
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 1.27
Information Ratio 0.24
Alpha Ratio 7.55
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹10,852
30 Nov 16₹12,193
30 Nov 17₹16,033
30 Nov 18₹16,166
30 Nov 19₹18,650

Aditya Birla Sun Life India GenNext Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Aditya Birla Sun Life India GenNext Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19

DurationReturns
1 Month 1.7%
3 Month 11.1%
6 Month 8.5%
1 Year 15%
3 Year 15.8%
5 Year 13.1%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -1.6%
2017 39.4%
2016 7.4%
2015 7.5%
2014 51%
2013 4.8%
2012 46%
2011 -14.5%
2010 28.5%
2009 58.5%
Fund Manager information for Aditya Birla Sun Life India GenNext Fund
NameSinceTenure
Anil Shah23 Sep 136.11 Yr.
Chanchal Khandelwal26 Aug 154.18 Yr.

Data below for Aditya Birla Sun Life India GenNext Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services32.94%
Consumer Defensive21.88%
Consumer Cyclical15.27%
Health Care7.69%
Basic Materials6.9%
Industrials3.92%
Communication Services3.65%
Technology2.3%
Real Estate0.9%
Asset Allocation
Asset ClassValue
Cash4.52%
Equity95.45%
Other0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | ICICIBANK
7%₹92 Cr1,990,000
↑ 200,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹78 Cr630,000
Clearing Corporation Of India Limited
CBLO | -
5%₹66 Cr
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | ITC
5%₹63 Cr2,449,384
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 12 | HDFC
3%₹38 Cr180,300
Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Aug 18 | 500830
3%₹36 Cr230,600
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | 500825
3%₹33 Cr99,860
↓ -140
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
2%₹32 Cr202,342
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
2%₹32 Cr430,000
Whirlpool of India Ltd (Technology)
Equity, Since 28 Feb 14 | 500238
2%₹29 Cr133,898
↓ -12,102

7. HDFC Hybrid Equity Fund

(Erstwhile HDFC Premier Multi-Cap Fund and HDFC Balanced Fund)

To generate capital appreciation in the long term through equity investments by investing in a diversified portfolio of Mid Cap & Large Cap ‘blue chip’ companies.

HDFC Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 6 Apr 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 57 in Hybrid Equity category. .

Below is the key information for HDFC Hybrid Equity Fund

HDFC Hybrid Equity Fund
Growth
Launch Date 6 Apr 05
NAV (05 Mar 19) ₹51.645 ↑ 0.63   (1.23 %)
Net Assets (Cr) ₹22,762 on 31 Jul 18
Category Hybrid - Hybrid Equity
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.85
Sharpe Ratio -0.41
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹9,901
30 Nov 16₹9,888
30 Nov 17₹12,707

HDFC Hybrid Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for HDFC Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19

DurationReturns
1 Month 1.5%
3 Month 1.7%
6 Month -1.4%
1 Year -5.1%
3 Year 12.7%
5 Year 13%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for HDFC Hybrid Equity Fund
NameSinceTenure

Data below for HDFC Hybrid Equity Fund as on 31 Jul 18

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

8. Axis Focused 25 Fund

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

Axis Focused 25 Fund is a Equity - Focused fund was launched on 29 Jun 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.1% since its launch.  Ranked 7 in Focused category.  Return for 2018 was 0.6% , 2017 was 45.2% and 2016 was 4.6% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (13 Dec 19) ₹30.44 ↑ 0.18   (0.59 %)
Net Assets (Cr) ₹8,800 on 31 Oct 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 1.24
Information Ratio 0.24
Alpha Ratio 5.78
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹10,194
30 Nov 16₹11,060
30 Nov 17₹14,976
30 Nov 18₹15,601
30 Nov 19₹17,962

Axis Focused 25 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Axis Focused 25 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19

DurationReturns
1 Month 0.1%
3 Month 10.9%
6 Month 6.5%
1 Year 14.8%
3 Year 18.5%
5 Year 13%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
2012
2011
2010
2009
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 163.4 Yr.

Data below for Axis Focused 25 Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services42.57%
Basic Materials13.17%
Consumer Cyclical11.37%
Technology7.38%
Consumer Defensive6.42%
Industrials5.83%
Energy5.04%
Communication Services4.83%
Health Care1.41%
Asset Allocation
Asset ClassValue
Cash1.99%
Equity98.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
9%₹799 Cr6,490,492
↑ 520,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹693 Cr1,721,318
↓ -357,265
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
7%₹631 Cr4,006,457
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
7%₹608 Cr747,220
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹575 Cr2,534,738
↑ 207,822
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹565 Cr2,830,122
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
6%₹484 Cr2,676,200
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
5%₹450 Cr3,207,659
↓ -295,899
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
5%₹444 Cr3,031,000
↑ 1,532,000
Bandhan Bank Ltd (Financial Services)
Equity, Since 31 Oct 19 | 541153
5%₹431 Cr7,044,854
↓ -7,219,050,010

9. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 16.6% since its launch.  Ranked 6 in Global category.  Return for 2018 was 6.5% , 2017 was 18.1% and 2016 was -0.8% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (12 Dec 19) ₹33.4029 ↑ 0.04   (0.12 %)
Net Assets (Cr) ₹1,005 on 31 Oct 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.74
Sharpe Ratio 0.37
Information Ratio -0.55
Alpha Ratio -0.73
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹11,226
30 Nov 16₹10,856
30 Nov 17₹12,968
30 Nov 18₹14,877
30 Nov 19₹18,131

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19

DurationReturns
1 Month 1.8%
3 Month 1.9%
6 Month 6.7%
1 Year 18.3%
3 Year 17.6%
5 Year 12.7%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
2009
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Pyari Menon26 Sep 190 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Technology24.93%
Financial Services16.91%
Health Care15.33%
Industrials9.75%
Consumer Cyclical9.34%
Communication Services8.06%
Real Estate6.72%
Consumer Defensive3.32%
Basic Materials1%
Energy0.67%
Asset Allocation
Asset ClassValue
Cash0.41%
Equity96.03%
Other3.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹1,003 Cr2,957,359
↑ 54,834
Call, Cash & Other Assets
Receivables | -
0%₹2 Cr

10. Tata India Tax Savings Fund

To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation..

Tata India Tax Savings Fund is a Equity - ELSS fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.5% since its launch.  Ranked 1 in ELSS category.  Return for 2018 was -8.4% , 2017 was 46% and 2016 was 2.1% .

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund
Growth
Launch Date 13 Oct 14
NAV (13 Dec 19) ₹19.2095 ↑ 0.20   (1.03 %)
Net Assets (Cr) ₹2,009 on 31 Oct 19
Category Equity - ELSS
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 1.04
Information Ratio -0.44
Alpha Ratio -1.42
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹11,178
30 Nov 16₹12,000
30 Nov 17₹16,418
30 Nov 18₹15,442
30 Nov 19₹17,724

Tata India Tax Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Tata India Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19

DurationReturns
1 Month 2.7%
3 Month 9.2%
6 Month 2.4%
1 Year 14.3%
3 Year 14.3%
5 Year 12.3%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -8.4%
2017 46%
2016 2.1%
2015 13.3%
2014
2013
2012
2011
2010
2009
Fund Manager information for Tata India Tax Savings Fund
NameSinceTenure
Rupesh Patel1 Apr 154.59 Yr.
Ennette Fernandes18 Jun 181.37 Yr.

Data below for Tata India Tax Savings Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services44.53%
Energy10.67%
Industrials10.45%
Consumer Cyclical9.34%
Technology9.12%
Health Care5.08%
Basic Materials3.39%
Consumer Defensive3.26%
Communication Services1.77%
Real Estate0.77%
Asset Allocation
Asset ClassValue
Cash1.61%
Equity98.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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SHiva, posted on 28 Oct 19 9:03 AM

Well explanation with indepth details.very inspirational information for investment in MF. Thanks.

Heera, posted on 5 Jan 19 4:26 PM

Great! Informative SIP Thread. Very well covered and presented.

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